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Original filing (PDF)20251006085012NAL0003387105001
AG PROCESSING INC
Form 5500
FILING_RECEIVED
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
401(k) retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,121
Accounts w/ balance
1,631
Plan assets (EOY)
$187.5M
Net assets (EOY)
$187.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SSgA S&P 500 Index Security Lend Series II Common Collective Trust" is 26% of plan.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AG PROCESSING INC.
Plan sponsor
Name
AG PROCESSING INC
EIN
42-0615016
Address
12700 W DODGE RD · PO BOX 2047 · OMAHA, NE · 681032047
Phone
(402) 496-7809
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 93-3250323 | — | INVESTMENT ADVISOR | $61K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
| ASSOCIATED BENEFITS CORPORATION | 42-1279416 | — | PLAN ADMINISTRATOR | $64K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DST ASSET MANAGER SOLUTIONS, INC | — | KANSAS CITY, MO | NONE | $0 | — |
| WELLINGTON TRUST CO., NA | — | BOSTON, MA | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | 04-2747644 | — | NONE | $0 | — |
Investments
6 direct securities · 19 pooled funds· $202.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$168.6M
19 holdings
Uncategorized
$33.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $48.4M | 25.8% | |
| ABC STABLE VALUE FUND SEI TRUST COMPANY · EIN 46-6836772 / PN 001 | Common Collective Trust | — | — | $33.5M | 17.9% | |
| WELLINGTON SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $14.7M | 7.9% | |
| VANGUARD TRGT RTMT 2035 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $9.4M | 5.0% | |
| SSgA Russell Small Mid Cap Index Class II Common Collective Trust | — | — | — | $7.4M | 4.0% | |
| SSGA RUSS SM MD CP IDX SL CL II PRINCIPAL GLOBAL INVESTORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $7.4M | 4.0% | |
| (1) Dodge & Cox Income Fund Mutual Fund | — | — | — | $7.4M | 3.9% | |
| MFS Institututional International Equity Fund Mutual Fund | — | — | — | $7.2M | 3.9% | |
| VANGUARD TRGT RTMT 2040 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $7.0M | 3.7% | |
| VANGUARD TRGT RTMT 2025 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.6% | |
| VANGUARD TRGT RTMT 2045 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.6% | |
| VANGUARD TRGT RTMT 2030 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.3% | |
| VANGUARD TRGT RTMT 2050 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $5.8M | 3.1% | |
| SSGA US BD IDX SL SF CL XIV PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.5M | 2.9% | |
| SSgA Global All Cap Equity Ex-US Index Security Lend Fund C Common Collective Trust | — | — | — | $5.1M | 2.7% | |
| SSGA GL EQ EXUS IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $5.1M | 2.7% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $4.2M | 2.3% | |
| VANGUARD TRGT RTMT 2055 TRUST II FD THE VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.7% | |
| VANGUARD TRGT RTMT 2060 TRUST II FD THE VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.4% | |
| Vanguard Target Retirement Income Trust II Common Collective Trust | — | — | — | $2.4M | 1.3% | |
| VANGUARD TRGT RTMT INC TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.3% | |
| VANGUARD TRGT RTMT 2020 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| VANGUARD TRGT RTMT 2065 TRUST II FD THE VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| VANGUARD TRGT RTMT 2070 TRUST II FD THE VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $115K | <0.1% | |
| SSGA US BD INX SL SF CL XIV PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 977 | Common Collective Trust | — | — | $0 | <0.1% |
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